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Hana Materials

6 atoms · 跨 2 天 · 首见 2026-06-19 · 最近 2026-07-03

三色: 🟦 fact 4 · 🟥 take 2 · stance ▲2/▼0/◆1

来源: X 6

时态: fresh:6

标签: 好数字:3 · 好思考:2 · 好信源:1

2026-07-03 · 市盈率
Hana Materials sitting around ~22x TTM earnings (After the recent sell-off).
tags: 好数字 · → daily
value: qty=~22x TTM earnings
2026-07-03 · 产品线
They make silicon electrodes/rings, SiC rings, silicon ingots, and fine ceramic parts used in dry etching, one of the key process steps inside memory/foundry fabs.
tags: 好信源 · → daily
value: direction=包括硅电极/环, SiC环, 硅锭, 精密陶瓷零件用于干法刻蚀
2026-07-03 · 需求驱动因素
More $DRAM /NAND capacity + higher etch intensity = more demand for the consumable parts that sit inside the tools.
tags: 好思考 · → daily
value: direction=依赖DRAM/NAND产能扩张和刻蚀强度
2026-07-03 · 业务定位
Not a pure memory producer. Not a memory price play- a memory capacity expansion play. More like a pick-and-shovel supplier to the memory capacity buildout. Which is going to be massive.
tags: 好思考 · → daily
value: direction=内存产能扩张的铲子供应商

2026-06-19 · 当前PE倍数
Hana Materials for one- but they trade at a P.E of around ~30x
tags: 好数字 · → daily
value: qty=~30x
2026-06-19 · trades at a P.E of around 30x
Hana Materials trades at a P.E of around ~30x
tags: 好数字 · → daily
value: qty=30x · date=2026-06-19